SMA
Sage Mountain Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
5,149
+544
| +12% | +$152K | 0.09% | 104 |
|
|
2025
Q1 | $1.43M | Buy |
4,605
+343
| +8% | +$107K | 0.11% | 88 |
|
|
2024
Q4 | $1.11M | Sell |
4,262
-446
| -9% | -$116K | 0.08% | 107 |
|
|
2024
Q3 | $1.52M | Buy |
4,708
+849
| +22% | +$274K | 0.13% | 81 |
|
|
2024
Q2 | $1.21M | Sell |
3,859
-152
| -4% | -$47.5K | 0.11% | 87 |
|
|
2024
Q1 | $1.14M | Buy |
4,011
+774
| +24% | +$220K | 0.12% | 90 |
|
|
2023
Q4 | $932K | Buy |
3,237
+208
| +7% | +$59.9K | 0.11% | 84 |
|
|
2023
Q3 | $814K | Buy |
3,029
+53
| +2% | +$14.2K | 0.11% | 81 |
|
|
2023
Q2 | $661K | Buy |
2,976
+196
| +7% | +$43.5K | 0.09% | 95 |
|
|
2023
Q1 | $672K | Buy |
2,780
+1,444
| +108% | +$349K | 0.11% | 81 |
|
|
2022
Q4 | $351K | Buy |
1,336
+63
| +5% | +$16.5K | 0.08% | 94 |
|
|
2022
Q3 | $287K | Sell |
1,273
-3
| -0.2% | -$676 | 0.08% | 117 |
|
|
2022
Q2 | $310K | Buy |
1,276
+70
| +6% | +$17K | 0.05% | 327 |
|
|
2022
Q1 | $292K | Sell |
1,206
-1,447
| -55% | -$350K | 0.05% | 387 |
|
|
2021
Q4 | $597K | Sell |
2,653
-173
| -6% | -$38.9K | 0.07% | 265 |
|
|
2021
Q3 | $601K | Buy |
2,826
+88
| +3% | +$18.7K | 0.09% | 222 |
|
|
2021
Q2 | $667K | Buy |
2,738
+852
| +45% | +$208K | 0.11% | 192 |
|
|
2021
Q1 | $469K | Buy |
1,886
+297
| +19% | +$73.9K | 0.1% | 169 |
|
|
2020
Q4 | $365K | Buy |
+1,589
| New | +$365K | 0.12% | 116 |
|